Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robertson is a financial advisor with LRB Public Finance Advisors, Inc. with over 40 years of experience in the industry. Scott is registered with FINRA as a general securities principal, municipal securities principal and representative and holds the Series 53, 24, 7, 52, 1 and 63 licenses. Scott is also a registered Investment Advisor Representative. Scott has worked for several firms throughout his career, including Dougherty Dawkins, Inc., George K. Baum & Company, Kirchner, Moore and Company and Coughlin and Company, Inc. Scott is currently located in Salt Lake City, Utah and serves clients in Colorado, Idaho, Nevada, Utah, Virginia, Washington and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
UT
09/26/1996 - Present
LRB Public Finance Advisors, Inc. (SALT LAKE CITY UT)
MN
12/09/1991 - 04/15/1996
DOUGHERTY DAWKINS, INC. (MINNEAPOLIS MN)
MO
03/08/1990 - 10/31/1991
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
03/11/1983 - 03/19/1990
KIRCHNER, MOORE AND COMPANY
NA
01/14/1972 - 06/16/1977
COUGHLIN AND COMPANY, INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1983
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/12/1972
Series 1 - Registered Representative Examination
Active
Inactive
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